Creating filters

Filter

Data filters enable users to refine and tailor their data according to specific criteria defined during dashboard creation. These filters serve as powerful tools, allowing users to refine the data displayed according to their requirements and preferences. By leveraging filter options, users gain greater control over the information they focus on, streamlining data analysis and enhancing comprehension.

Whether filtering by date ranges, categories, or other parameters, these options offer flexibility and customization, enhancing the data visualization and analysis experience. Users can simultaneously apply multiple filters to zero in on the most pertinent data points, eliminating unnecessary noise and distractions.

To use the filter option:

After creating the KPIs, click “Next” to proceed to the designer page, where you will find the filter option.

• After creating the KPIs, click “Design Dashboard” to proceed to the designer page, where you will find the filter option.
  • To create a filter, start by selecting the “Filter” tab at the top of the designer page.
  • Click the “+ Create new filter” tab to open the filter configuration page.
  • Provide a filter label, which can be any name you choose for the filter you are creating.
  • There are four types of filter options:
  • Single select, which allows selection of one option from a list and is ideal for filtering data by a specific category or attribute; Multi-select, which permits selection of multiple options simultaneously and is useful for filtering data by multiple criteria or categories at once; Slider, which lets users select a range of values by adjusting a sliding element on a continuous scale, typically used for numeric data like prices, ages, or dates; and Date range, which enables specifying a date range for filtering data with two input fields or a date range picker for selecting start and end dates.
  • Choose the filter type according to your needs; we are choosing a multi-select filter type for the demonstration.
  • Next, select “+Add column” located beneath the map columns.
  • Select the schema, tables, and columns on which you want to apply the filter and click “Ok” to proceed.

  Likewise, you can add another column if necessary.

Note: For detailed information, click on the “i” icon.

• Select the sorting preference, indicating whether you prefer to sort the filter data in ascending or descending order. For demonstration, we are sorting the data in ascending order.
• Selection Type: Here, you can select either by default value or by top value.
  • Default value selection:This feature enables you to define one or more default values that will be automatically chosen in the multi-select filter when the dashboard or filter is first opened. It’s handy for setting a default filter state or highlighting specific options from the start.
  • Top value selection:With this option, the multi-select filter will automatically pre-select the top value(s) based on predefined criteria, like the most frequently occurring value(s) or the highest value(s) in the dataset. This helps users quickly identify and focus on the most significant or prominent options.

Case 1: Select by default value

1. After selecting the “Select by default value” option, define the maximum number of selections allowed.
2. Next, choose the default value; in this case, we are selecting “All.”
3. Then, check the box for the desired action, such as displaying this filter in the filter panel. Similarly, you can choose other options that meet your requirements.

Case 2: Select by top value

1. Specify the number of top values you wish to display by default.
2. Then, check the box for the desired action, such as displaying this filter in the filter panel. You can also select other options as needed.

• The Set priority option you see in the filter settings determines the execution order when multiple filters are applied in a dashboard or report.
  Here’s how it works:

What “Priority” Means

• • Each filter can be assigned a priority number (e.g., 1, 2, 3 …).
  • Filters with lower numbers run earlier.
  • Example:
    • Filter A = priority 1
    • Filter B = priority 2
      → Filter A executes first, then Filter B applies on the already-filtered result.

You can generate additional filters by following the steps outlined above.

• Click the drop-down arrow beside the filter name to apply a filter. Choose the values you wish to apply to filter the data and adjust the KPIs accordingly.
• Once the selection is made, click on “Apply.”

Note: You can view hidden filters by selecting the “Show hidden filters” tab.